The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 63,736 795,606 SH   SOLE   795,606 0 0
AGCO CORP COM 001084102 18,984 130,000 SH   SOLE   130,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 13,378 66,476 SH   SOLE   66,476 0 0
ALPHABET INC CAP STK CL A 02079K305 93,567 33,641 SH   DFND 1 33,641 0 0
ALPHABET INC CAP STK CL C 02079K107 319,426 114,367 SH   DFND 1 114,367 0 0
AMAZON COM INC COM 023135106 413,922 126,972 SH   DFND 1 126,972 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 7,066 126,252 SH   SOLE   126,252 0 0
AMERICAN TOWER CORP NEW COM 03027X100 133,758 532,432 SH   DFND 1 532,432 0 0
AMGEN INC COM 031162100 329,747 1,363,607 SH   DFND 1 1,363,607 0 0
APPLE INC COM 037833100 60,634 347,256 SH   DFND 1 347,256 0 0
ARAMARK COM 03852U106 288,534 7,673,774 SH   DFND 1 7,673,774 0 0
AVALONBAY CMNTYS INC COM 053484101 5,094 20,511 SH   SOLE   20,511 0 0
BK OF AMERICA CORP COM 060505104 833 20,203 SH   DFND 1 20,203 0 0
BLACKROCK INC COM 09247X101 93,977 122,979 SH   DFND 1 122,979 0 0
BOOKING HOLDINGS INC COM 09857L108 49,959 21,273 SH   DFND 1 21,273 0 0
BOSTON PROPERTIES INC COM 101121101 9,425 73,178 SH   SOLE   73,178 0 0
BROADCOM INC COM 11135F101 157,186 249,628 SH   DFND 1 249,628 0 0
CAMDEN PPTY TR SH BEN INT 133131102 12,597 75,792 SH   SOLE   75,792 0 0
CF INDS HLDGS INC COM 125269100 17,005 165,000 SH   SOLE   165,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 138,570 254,015 SH   DFND 1 254,015 0 0
CISCO SYS INC COM 17275R102 39,986 717,108 SH   DFND 1 717,108 0 0
CME GROUP INC COM 12572Q105 376,327 1,582,135 SH   DFND 1 1,582,135 0 0
COLGATE PALMOLIVE CO COM 194162103 314,187 4,143,301 SH   DFND 1 4,143,301 0 0
COSTCO WHSL CORP NEW COM 22160K105 243,038 422,050 SH   DFND 1 422,050 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 110,276 597,376 SH   DFND 1 597,376 0 0
DEERE & CO COM 244199105 324,908 782,043 SH   DFND 1 782,043 0 0
DISNEY WALT CO COM 254687106 320,769 2,338,651 SH   DFND 1 2,338,651 0 0
EBAY INC. COM 278642103 41,851 730,892 SH   SOLE   730,892 0 0
ECOLAB INC COM 278865100 18,284 103,558 SH   DFND 1 103,558 0 0
ENTEGRIS INC COM 29362U104 41,481 316,023 SH   SOLE   316,023 0 0
EQUINIX INC COM 29444U700 235,903 318,092 SH   DFND 1 318,092 0 0
EQUINOR ASA SPONSORED ADR 29446M102 7,858 209,479 SH   DFND 1 209,479 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 4,578 50,917 SH   SOLE   50,917 0 0
EVERCORE INC CLASS A 29977A105 2,783 25,000 SH   SOLE   25,000 0 0
FACEBOOK INC CL A 30303M102 46,900 210,919 SH   SOLE   210,919 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 118,876 733,352 SH   DFND 1 733,352 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 36,507 440,642 SH   SOLE   440,642 0 0
FRESHPET INC COM 358039105 2,566 25,000 SH   SOLE   25,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 221,096 3,605,019 SH   DFND 1 3,605,019 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 12,603 367,106 SH   SOLE   367,106 0 0
HENRY JACK & ASSOC INC COM 426281101 131,416 666,915 SH   SOLE   666,915 0 0
HOME DEPOT INC COM 437076102 36,842 123,081 SH   DFND 1 123,081 0 0
ILLUMINA INC COM 452327109 208,127 595,670 SH   DFND 1 595,670 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 12,476 95,000 SH   SOLE   95,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,301 27,298 SH   DFND 1 27,298 0 0
ISHARES TR MSCI ACWI ETF 464288257 129,957 1,302,438 SH   DFND 1 1,302,438 0 0
JPMORGAN CHASE & CO COM 46625H100 130,546 957,647 SH   DFND 1 957,647 0 0
KILROY RLTY CORP COM 49427F108 6,623 86,664 SH   SOLE   86,664 0 0
LIFE STORAGE INC COM 53223X107 12,624 89,897 SH   SOLE   89,897 0 0
LILLY ELI & CO COM 532457108 36,585 127,754 SH   SOLE   127,754 0 0
MARRIOTT INTL INC NEW CL A 571903202 198,572 1,129,852 SH   DFND 1 1,129,852 0 0
MASTERCARD INCORPORATED CL A 57636Q104 366,892 1,026,617 SH   DFND 1 1,026,617 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 111,051 5,253,120 SH   DFND 1 5,253,120 0 0
MERCK & CO. INC COM 58933Y105 402,383 4,904,122 SH   DFND 1 4,904,122 0 0
MICROSOFT CORP COM 594918104 561,348 1,820,726 SH   DFND 1 1,820,726 0 0
MID-AMER APT CMNTYS INC COM 59522J103 11,316 54,027 SH   SOLE   54,027 0 0
MIDDLEBY CORP COM 596278101 234,323 1,429,322 SH   DFND 1 1,429,322 0 0
MONDELEZ INTL INC CL A 609207105 7,534 120,000 SH   SOLE   120,000 0 0
MOODYS CORP COM 615369105 122,740 363,772 SH   DFND 1 363,772 0 0
MOSAIC CO NEW COM 61945C103 9,975 150,000 SH   SOLE   150,000 0 0
MSCI INC COM 55354G100 22,227 44,200 SH   SOLE   44,200 0 0
NATIONAL INSTRS CORP COM 636518102 135,843 3,346,719 SH   DFND 1 3,346,719 0 0
NEXTERA ENERGY INC COM 65339F101 349,055 4,120,586 SH   DFND 1 4,120,586 0 0
OTIS WORLDWIDE CORP COM 68902V107 285,122 3,705,290 SH   DFND 1 3,705,290 0 0
OWENS CORNING NEW COM 690742101 35,594 389,001 SH   SOLE   389,001 0 0
PAYPAL HLDGS INC COM 70450Y103 47,565 411,287 SH   SOLE   411,287 0 0
PFIZER INC COM 717081103 20,918 404,062 SH   DFND 1 404,062 0 0
PROLOGIS INC. COM 74340W103 49,585 307,066 SH   DFND 1 307,066 0 0
PUBLIC STORAGE COM 74460D109 8,863 22,709 SH   SOLE   22,709 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 8,187 549,851 SH   SOLE   549,851 0 0
SEALED AIR CORP NEW COM 81211K100 48,616 726,045 SH   SOLE   726,045 0 0
SERVICE CORP INTL COM 817565104 176,609 2,683,205 SH   SOLE   2,683,205 0 0
SERVICENOW INC COM 81762P102 163,057 292,800 SH   SOLE   292,800 0 0
SPDR GOLD TR GOLD SHS 78463V107 11,823 65,448 SH   DFND 1 65,448 0 0
SPLUNK INC COM 848637104 287,349 1,933,575 SH   DFND 1 1,933,575 0 0
SVB FINANCIAL GROUP COM 78486Q101 143,361 256,253 SH   DFND 1 256,253 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 207,697 1,992,109 SH   DFND 1 1,992,109 0 0
TELEFLEX INCORPORATED COM 879369106 68,432 192,859 SH   SOLE   192,859 0 0
TETRA TECH INC NEW COM 88162G103 25,136 152,392 SH   DFND 1 152,392 0 0
TEXAS INSTRS INC COM 882508104 31,683 172,678 SH   DFND 1 172,678 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 79,878 135,237 SH   DFND 1 135,237 0 0
UNDER ARMOUR INC CL A 904311107 53,016 3,114,916 SH   SOLE   3,114,916 0 0
UNITED PARCEL SERVICE INC CL B 911312106 119,083 555,269 SH   DFND 1 555,269 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,887 23,718 SH   DFND 1 23,718 0 0
WELLTOWER INC COM 95040Q104 5,407 56,242 SH   SOLE   56,242 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 46,349 1,222,928 SH   DFND 1 1,222,928 0 0
WISDOMTREE TR US LARGECAP DIVD 97717W307 5,337 81,204 SH   DFND 1 81,204 0 0
ZOETIS INC CL A 98978V103 24,533 130,085 SH   SOLE   130,085 0 0